At a Glance
- Tasks: Manage high-net-worth client portfolios and prepare personal tax returns.
- Company: Respected professional services firm with a focus on personal development.
- Benefits: Hybrid working, competitive salary, pension, and career progression opportunities.
- Why this job: Deepen your expertise in private client tax while working with experienced professionals.
- Qualifications: CTA qualified or nearing qualification with experience in accountancy practice.
- Other info: Join a supportive team of over 50 tax professionals across four offices.
The predicted salary is between 36000 - 60000 £ per year.
Are you CTA qualified or close to qualifying, with a few years' experience in accountancy practice and looking for a fresh challenge in a firm that values personal development and technical excellence?
Our client, a respected and growing professional services firm, is seeking a Private Client Tax Senior Associate to join their Personal Tax team in Bournemouth. This is a fantastic opportunity for someone looking to deepen their expertise in private client tax, work with a high-quality client base, and be part of a collaborative and forward-thinking team.
The Role
You'll manage a portfolio of high-net-worth individuals, including trusts, partnerships, and non-UK domiciliaries. The role includes:
- Preparing personal tax returns and CGT computations
- Handling business tax matters and responding to client queries
- Liaising with HMRC regarding client affairs
- Supporting the delivery of ad hoc advisory work alongside compliance
This is a varied and rewarding role offering exposure to complex tax matters and the chance to work closely with experienced professionals in a dedicated private client environment.
What We're Looking For
- CTA qualified or nearing qualification
- Experience managing the compliance affairs of a portfolio of private clients
- Strong technical knowledge and problem-solving ability
- Excellent communication and organisational skills
- A proactive, team-oriented approach with a commitment to high standards
- Comfortable working to deadlines and managing multiple priorities
Why Join Our Client?
- Be part of a well-established and supportive team with over 50 tax professionals across four offices
- Work with a diverse client base including UK and offshore interests, property owners, business owners, partnerships and trusts
- Hybrid working policy - up to three days per week from home
- 35-hour working week with flexible core hours (10am-4pm)
- Competitive salary and benefits including pension, life assurance, paid overtime or TOIL, and access to a profit-sharing plan
- Strong focus on career development and internal progression
If you're open to exploring a new opportunity and this sounds like the right fit, we'd love to hear from you.
Please note: Candidates must have the right to work in the UK. Sponsorship is not currently offered for this role.
Private Client Tax Senior Associate - Accountancy Practice in Bournemouth employer: Hays Accountancy and Finance
Contact Detail:
Hays Accountancy and Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Client Tax Senior Associate - Accountancy Practice in Bournemouth
✨Network Like a Pro
Get out there and connect with people in the industry! Attend networking events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
Prepare for your interviews by researching the company and practising common interview questions. We recommend doing mock interviews with friends or using online resources to boost your confidence. Remember, it’s your chance to shine and show them why you’re the perfect fit!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. We suggest mentioning something specific from the interview to make it personal and memorable.
✨Apply Through Our Website
When you find a job that excites you, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to grow with us, so don’t hesitate!
We think you need these skills to ace Private Client Tax Senior Associate - Accountancy Practice in Bournemouth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your CTA qualifications and any relevant experience in managing private client tax affairs. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this role and how your background aligns with our needs. Be genuine and let your personality come through – we love a bit of character!
Showcase Your Technical Skills: Since this role involves complex tax matters, make sure to highlight your technical knowledge and problem-solving abilities. Give examples of how you've tackled challenges in the past – we want to know how you think!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Hays Accountancy and Finance
✨Know Your Tax Stuff
Make sure you brush up on your technical knowledge, especially around personal tax returns and CGT computations. Being able to discuss complex tax matters confidently will show that you're the right fit for managing high-net-worth clients.
✨Showcase Your Experience
Prepare specific examples from your past roles where you've successfully managed compliance affairs for private clients. Highlight any challenges you faced and how you overcame them, as this will demonstrate your problem-solving abilities.
✨Communicate Clearly
Since excellent communication skills are key for this role, practice explaining tax concepts in simple terms. You might be asked to explain something to a client or colleague, so being clear and concise is crucial.
✨Be Team-Oriented
This role requires a proactive, team-oriented approach. Be ready to discuss how you've collaborated with others in previous positions and how you can contribute to a supportive team environment. Show that you value teamwork and high standards.
